Filed April 18, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,098 | $102,382-96.0% | $147,005-97.2% | $80,874-94.9% |
| Participation rate | 94.7% | 75.8%+18.8pp | 82.2%+12.5pp | 67.6%+27.0pp |
| Annual return | -94.84% | 134.89%-229.7pp | 418.76%-513.6pp | 35.62%-130.5pp |
| Employer contribution / active EE | $4,485 | $3,715+20.7% | $4,934-9.1% | $2,756+62.8% |
| Participant deferral / active EE | $6,059 | $6,646-8.8% | $8,070-24.9% | $4,297+41.0% |
| Admin fee / account holder | $8,865 | $7,942+11.6% | $13,006-31.8% | $6,935+27.8% |